Integrate MongoDB with Zoho Connect

MongoDB is a free and open-source cross-platform document-oriented database program. It is available under the GNU Affero General Public License. MongoDB can be used in various ways, but it is especially useful for applications where the data model is complex or changing, when data vpume is large, and when performance requirements are high. Examples of such applications include content management systems and real-time analytics.

Zoho Connect is a free online service provided by Zoho. It allows you to integrate any external application with your Zoho account and create automated workflows between them. Using Zoho Connect, you can add custom fields to Zoho CRM and then sync them with the integrated app. So, you can add any new record on Zoho CRM and update records on another app using these custom fields. Also, you can add notes to the existing records in Zoho CRM and sync them with the integrated app.

Zoho Connect has an API which we can use to create new workflows and integrate apps with Zoho CRM. So, we can integrate MongoDB with Zoho CRM using this API. Let me show you how we can do that:

First of all, we need to get the API credentials from Zoho Connect. Click here to get the API Credentials.

We will use this API to create a workflow which will sync new records on Zoho CRM with MongoDB and also update notes on existing records. So, in order to keep track of what we’re doing in a simple way, let’s create a file named “ZohoConnectWorkflow.py” in our root directory with the fplowing code in it:

import requests from ZHCreateWorkflow import * from ZHCSyncRecord import * class ZHCreateWorkflow(ZHCSyncRecord. description = "This workflow will sync new records added in Zoho CRM with MongoDB" auth_client_id = "Your API credentials from Zoho Connect" auth_secret = "Your API credentials from Zoho Connect" def __init__(self. # Initializing a new workflow object self.auth = auth_client_id self.auth_secret = auth_secret self.apiKey = auth_client_id self.apiSecret = auth_secret def execute(self. # Creating a new workflow object for this workflow auth = self.auth auth_secret = self.auth_secret apiKey = auth_client_id apiSecret = auth_secret wf = ZHCreateWorkflow(self.apiKey, self.apiSecret. # We got the workflow object now let's configure it wf['name'] = 'ZooKeeper' # Setting a name for this workflow wf['description'] = 'This workflow will sync new records added in Zoho CRM with MongoDB' wf['enabled'] = True # Setting this workflow as enabled wf['runAs'] = 'html' # Setting the user-agent for this workflow to browser wf['runFor'] = 'user' # This workflow will run for all users wf['workflowType'] = 'CRM' # This workflow type will be CRM wf['runOrder'] = 0 # This workflow will run first wf['startDate']='2018-09-14T00:00:00+05:30' # The start date of this workflow wf['endDate']='2018-09-14T23:59:59+05:30' # End date of this workflow wf['messageExpression']='New Record Added In App B' # This workflow will run only if the message expression matches the event being triggered wf['isEventBased'] = True # This workflow will run based on events being triggered wf['managedFields'] = {'customfield1'. ['customfield2', 'customfield3']} # This workflow will sync all customfields defined in managedFields wf['managedFieldsToSync']=['customfield1'] # This workflow will only sync managedFields ['customfield1'] wf['syncRecordSource']=['appB'] # This workflow will sync new records from appB wf['recordUpdateTemplate']='{updateMessage} {name} {value}' # This workflow record updates template wf['recordSyncFields']=('appB_id','message'. # This workflow record sync fields wf['recordSyncFieldsToAdd']=('appB_id','message'. # This workflow record sync field to add wf['recordSyncFieldsToDelete']=('appB_id','message'. # This workflow record sync field to delete wf['recordDeleteTemplate']='{removeMessage} {name} {value}' # This workflow record delete template wf['recordDeleteFields']=('appB_id','message'. # This workflow record delete fields wf['recordDeleteFieldsToAdd']=('appB_id','message'. # This workflow record delete field to add wf['recordDeleteFieldsToDelete']=('appB_id','message'. # This workflow record delete field to delete def __del__(self. print("Deleting Job". try. wf = None except. pass if __name__ == "__main__". zhcw = ZHCreateWorkflow(. zhcw.execute(. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 import requests from ZHCreateWorkflow import * from ZHCSyncRecord import * class ZHCreateWorkflow ( ZHCSyncRecord . . description = "This workflow will sync new records added in Zoho CRM with MongoDB" auth_client _ id = "Your API credentials from Zoho Connect" auth_secret = "Your API credentials from Zoho Connect" def __init__ ( self . . # Initializing a new workflow object self . auth = auth_client _ id self . auth_secret = auth _ secret self . apiKey = auth _ client _ id self . apiSecret = auth _ secret def execute ( self . . # Creating a new workflow object for this workflow auth = self . auth auth_secret = self . auth _ secret apiKey = auth _ client _ id apiSecret = auth _ secret wf = ZHCreateWorkflow ( self . apiKey , self . apiSecret . # We got the workflow object now let's configure it wf [ 'name' ] = 'ZooKeeper' # Setting a name for this workflow wf [ 'description' ] = 'This workflow will sync new records added in Zoho CRM with MongoDB' wf [ 'enabled' ] = True # Setting this workflow as enabled wf [ 'runAs' ] = 'html' # Setting the user-agent for this workflow to browser wf [ 'runFor' ] = 'user' # This workflow will run for all users wf [ 'workflowType' ] = 'CRM' # This workflow type will be CRM wf [ 'runOrder' ] = 0 # This workflow will run first wf [ 'startDate' ] = '2018-09-14T00:00:00+05:30' # The start date of this workflow wf [ 'endDate' ] = '2018-09-14T23:59:59+05:30' # End date of this workflow wf [ 'messageExpression' ] = 'New Record Added In App B' # This workflow will run only if the message expression matches the event being triggered wf [ 'isEventBased' ] = True # This workflow will run based on events being triggered wf [ 'managedFields' ] = { 'customfield1' . [ 'customfield2' , 'customfield3' ]

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